24/04/2015 Global weekly: Greece cornered
This week, Greek financial problems held European equity and bond markets under pressure. We expect an eventual agreement between Greece and the EU, maybe even before the end of May.
17/04/2015 Global weekly: Growth spurts seen in Europe
Growth in the eurozone is building, as car sales, construction, retail sales and industrial production improve.
10/04/2015 Global weekly: Waiting for liftoff
Equity markets rose this week. European markets hit a new high, buoyed by the effects of quantitative easing, ample liquidity and low oil prices. We expect a rebound in global growth and for the first hike in US rates to come in September.
27/03/2015 Global weekly: Eurozone springing to life
Signs of growth are popping up in the eurozone. Manufacturing, growth expectations and even bank lending are showing new signs of life.
20/03/2015 We're not there yet, says the Fed
The Federal Reserve (Fed) on Wednesday struck a more cautious tone with regard to the US economy. Although Fed Chair Janet Yellen indicated that a rate hike in June cannot be ruled out, we now believe it is more likely for the central bank to start lifting rates in September. Equity markets moved higher this week, as investors interpreted the Fed statement as rather dovish. Bond yields continued their decline.